Financial Planning Advisor (Bhubaneswar)

Financial Planning Advisor (Bhubaneswar)

02 Oct
|
Bajaj Life Insurance Company
|
Bhubaneswar

02 Oct

Bajaj Life Insurance Company

Bhubaneswar

- Understand clients’ financial goals, needs, and risk preferences.
- Provide information and guidance on suitable financial products.
- Develop and maintain robust relationships with clients.
- Generate leads through referrals, networking, and other sources.
- Conduct client meetings and explain product features and benefits.
- It's a entrepreneurship model incentive was pay for performance .
- Assist clients with investment and financial planning requirements.
- Follow up with existing and prospective clients.
- Maintain accurate client records and documentation.
- Achieve assigned sales and business targets.
- Ensure proper compliance with company policies and regulatory requirements.

📌 Financial Planning Advisor (Bhubaneswar)
🏢 Bajaj Life Insurance Company
📍 Bhubaneswar

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